← All themes Semiconductors

Analog & Power Semis

Analog and power semiconductors manage voltage, current, and real-world signals rather than running software. Demand tracks industrial capital spending, vehicles, and grid equipment instead of the computing cycle.

27 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
151
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$88.6M +$49.5M 7 0.72% Increased
152
Aviva
Aviva
United Kingdom
$87.4M +$1.5M 4 0.62% Increased
153
TCP
Tourbillon Capital Partners
New York
$86.7M +$84.7M 2 1.88% New
154
Ruffer LLP
Ruffer LLP
United Kingdom
$86.4M -$612K 1 3.77% Reduced
155
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$85.8M -$4.89M 2 1.12% Reduced
156
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$85.1M +$6.95M 10 0.49% Increased
157
Chevy Chase Trust
Chevy Chase Trust
Maryland
$83.8M +$9.97M 4 0.5% Increased
158
First Eagle Investment Management
First Eagle Investment Management
New York
$82.9M +$54M 1 0.2% Increased
159
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$82.9M -$6.46M 12 0.46% Reduced
160
AWM
Ashmore Wealth Management
Delaware
$82.4M $0 1 1.81% Maintained
161
Findlay Park Partners
Findlay Park Partners
United Kingdom
$81.6M -$58.1M 1 0.84% Reduced
162
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$77.9M -$36.7M 4 0.21% Reduced
163
Fidelity International
Fidelity International
Bermuda
$77.1M +$46.9M 3 0.25% Increased
164
Citigroup
Citigroup
New York
$76.7M -$43.4M 19 0.07% Reduced
165
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$76.2M -$5.65M 1 2.89% Reduced
166
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$75.8M -$28M 2 2.21% Reduced
167
KBC Group
KBC Group
Belgium
$75.6M +$15.7M 8 0.97% Increased
168
RCM
Roystone Capital Management
New York
$75.5M +$72.9M 1 2.59% New
169
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$75M +$1.23M 4 0.63% Increased
170
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$74.7M +$9.6M 14 0.52% Increased
171
Korea Investment Corp
Korea Investment Corp
South Korea
$73.9M +$180K 5 0.63% Increased
172
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$73.7M -$5.17M 3 3.45% Reduced
173
BlackRock Advisors
BlackRock Advisors
Delaware
$73.6M +$2.75M 16 0.08% Increased
174
RG
Renaissance Group
Kentucky
$73.3M -$2.39M 2 2.8% Reduced
175
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$72.7M -$3.08M 1 1.02% Reduced